Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kayla? Claim Your ProfileKayla Walter is a financial advisor at Osaic FA, Inc. in Silver Spring, Maryland. Kayla has been in the industry since 2017 and holds the Series 7, Series 66, and SIE licenses. Kayla's experience spans various organizations, including Raymond James Financial Services, Inc., SPC Financial, Inc., and L'Auberge Casino & Resort. In addition to her financial advisory services, Kayla is an agent for Bailey Wealth Advisors and an employee at IPIC Theaters. Kayla is also a Certified Financial Planner and specializes in providing retirement plan consulting, financial planning, educational seminars, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services provided on a limited basis.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
01/05/2023 - Present
Osaic FA, Inc. (SILVER SPRING MD)
MD
01/18/2018 - 01/28/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (ROCKVILLE MD)
BOTH
Issued 05/03/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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